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Jason Hosler

Jason Hosler Headshot

Wealth Manager

Enrolled Agent (EA)
Certified Exit Planning Advisor (CEPA®)

Jason Hosler

EA | CEPA®

Jason works as a financial advisor with clients to implement and administer our wealth management process. He has established himself as a primary service advisor for many of our Prescott clients. He has been with the firm for over a decade. Jason continues to take on many challenging roles in the industry to expand his experience thus guiding him down the path of leadership and higher levels of responsibilities.

Jason is an Enrolled Agent (EA) and holds Series 7 and 66 FINRA securities registrations. He brings a technological edge to our firm and helps many of our clients stay current in the fast-moving age of the internet.

Jason grew up in Prescott and enjoys all it has to offer. He is an avid outdoorsman and golf enthusiast. He loves spending time with his family, his wife Ashley, daughter Emma, and baby James, the newest addition. He also loves to travel, read, and research the lasted updates in technology.

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Jason Hosler Headshot

Jason Hosler

EA | CEPA®

Wealth Manager

Enrolled Agent (EA)
Certified Exit Planning Advisor (CEPA®)

As a wealth manager, Jason works closely with clients to implement and administer our wealth management process. He is a primary service advisor for many of our clients and provides depth and youthful energy to our team. He has been with the firm for eight years.

Jason is an Enrolled Agent (EA) and holds FINRA Series 7 and 66 securities registrations through Commonwealth Financial Network®. He brings a technological edge to our firm and helps many of our clients stay current in the fast-moving age of the internet.

Jason grew up in Prescott and enjoys all it has to offer. He is an avid outdoorsman and a new golf enthusiast. He and his wife, Ashley, love to travel, read, and spend time with their daughter, Emma and their dog Ella and cats Cole and Rufio.

Talk With Jason

  • This field is for validation purposes and should be left unchanged.
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